Every investor has a stock they can’t help but scratch. Maybe it made them a lot of money and they look on it like a golden goose. Maybe they invested so much time getting to understand it, they can’t let it go. Whatever the reason, the stock seduces its investor with whispers of promise.
In my career as a professional investor, that stock was Citigroup.
On Monday next week, Citigroup welcomes a new CEO to its helm. So, like a moth to a flame, it’s time for another look.
Read on or listen to our conversation (recorded on March 1, 2021):
About This Audio Series:
MOI Global is delighted to engage in illuminating conversations on the financial sector with Marc Rubinstein, whose Net Interest newsletter we have found to be truly exceptional. Our goal is to bring you Marc’s insights into financial services businesses and trends on a regular basis, with Marc’s weekly essays serving as inspiration for our discussions.
About Marc Rubinstein:
Marc is a fellow MOI Global member, managing partner of Fordington Advisors, and author of Net Interest. He is a former analyst and hedge fund manager, most recently at Lansdowne Partners, with more than 25 years of experience in the financial sector. Marc is based in London.
About Net Interest:
Net Interest, authored by Marc Rubinstein, is a newsletter of insight and analysis from the world of finance. Enjoyed by the most senior executives and smartest investors in the industry, it casts light on this important sector in an easy-to-read style. Each post explores a theme trending in the sector. Between fintech, economics and investment cycles—there’s always something to talk about!
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